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MJP Associates’s Morgan Stanley MS Stock Holding History

MJP Associates’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750K Sell
3,590
-348
-9% -$68.9K 0.08% 90
2026
Q1 		$648K Buy
3,938
+487
+14% +$84.3K 0.08% 85
2025
Q4 		$613K Buy
3,451
+88
+3% +$14.7K 0.08% 110
2025
Q3 		$535K Buy
3,363
+134
+4% +$19.8K 0.07% 124
2025
Q2 		$455K Buy
3,229
+984
+44% +$121K 0.07% 132
2025
Q1 		$262K Buy
2,245
+23
+1% +$2.96K 0.05% 175
2024
Q4 		$279K Buy
+2,222
New +$274K 0.05% 176

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

MJP Associates's MS Position: Q2 2026 in Review

MJP Associates reduced its Morgan Stanley (MS) stake by 8.8% in Q2 2026, selling an estimated $68.9K and leaving 3,590 shares worth $750K. The position accounts for 0.08% of the portfolio, ranked #90.

MJP Associates first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • MJP Associates held 3,590 shares of Morgan Stanley worth $750K as of Q2 2026.
  • MJP Associates sold 348 Morgan Stanley shares in Q2 2026, an estimated $68.9K.
  • Morgan Stanley made up 0.08% of MJP Associates's portfolio in Q2 2026, its #90 holding.
  • MJP Associates first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.